Head, Private Client

RHB Bank Berhad; Malaysia; On-site; MYR 180,000 - 260,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks a Head of Private Client to lead a team of Private Client Directors, align strategy with Private Channel goals, and drive revenue, growth and service quality.

You will coach staff, manage CRM and campaigns, ensure regulatory compliance, and develop wealth sales capabilities while delivering outstanding client experience.

Qualifications

• Minimum 5 years of experience in financial institutions, with branch banking exposure.
• Experience in people management, sales performance, and high service standards.
• Licenses for the portfolio.
• Strong leadership and relationship-building skills.
• Good knowledge of wealth sales and local retail market landscape.

Responsibilities

• Lead business development aligned with Private Channel strategies.
• Plan and execute monthly client marketing events to drive sales.
• Coordinate with branches to expand private customer base and satisfaction.
• Lead the Private Sales team to meet revenue targets.
• Optimize CRM and campaigns to improve lead conversion.
• Apply sales methodologies and Financial Journeys to hit targets.
• Provide high-level service to all private customers.
• Develop staff competencies; recruit and retain talent.
• Ensure regulatory, operational risk, and compliance are upheld.

Skills

Leadership

People management

Sales management

Customer service

Relationship building

Education

Bachelor's degree in banking and finance, accounting or business administration

Professional Banking Certificate

Job description

Private Banking Team Leaders (Head, Private Client)

PRIMARY OBJECTIVE

Effectively and efficiently manages a team of Private Client Directors (PCD) in delivering revenue, client growth and service quality Strategic planning and execute all Private business initiatives, organize/plan Private sales activities to generate sales volume and ensuring the Bank's Private platform has a strong presence in the local market Ensure all PCD engage all Private customers assigned frequently according to minimum engagement frequency set. Deliver excellent customer experience to maintain good rapport and loyalty with all customers Managing PCD portfolio and providing day-to-day coaching and book oversight

KEY RESPONSIBILITIES

Sales Management Revenue

• Lead business development activities and ensure alignment of business strategy /plans with Private Channel's strategies.
• To plan & execute the clients' marketing events/activities on monthly to drive sales
• Efficiently and effectively manage the Branch resources by collaborating with BM, branch sales personnel and Affluent & Wealth Regional Sales Heads to drive and expand Private customer base, retention and satisfaction
• Manage the Private Sales team to achieve assigned revenue targets
• Optimize CRM and campaign leads to deliver sales results and increase staff productivity
• Practice usage of sales methodology and Financial Journeys to achieve targets

Service

• Deliver high-level, consistent service and quality standards to all our Private Customers

People

• Build and develop staff competencies and sales & service qualities
• Responsible for recruitment and staff retention

Compliance

• Ensure team adheres to all related regulatory requirements, policies, operational risk, legal and compliance matters including processes and procedures at all times.
• Ensure no operational and control lapses amongst team members

Requirement

• Formal Education: Degree in banking and finance, accounting or business administration
• Professional Accreditation:
• Professional Banking Certificate
• Preferred level of Experience (by years/function/industry):
• Minimum 5 years of experience in any FIs with relevant experience in branch banking/Premier Centres with exposure in sales, service & operational aspects
• Experience in people management, team sales performance and provide high service standard
• Have the relevant licenses for the portfolio
• Other skills required:
• Good knowledge and exposure in wealth sales and products and local retail market landscape
• Strong leadership and excellent customer service, interpersonal & relationship building skills
• Good understanding of Group's strategy objective and retail business model

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars - RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.